Part 6/8:
As the situation continues to unfold, one significant aspect is the lack of clarity regarding the timeline of the investigation. To date, Markel has not provided guidance on how long the inquiry might last or what specific outcomes they anticipate. While this absence of information can be unsettling for investors, Moser remains optimistic about Markel’s long-term potential.
He believes that the current noise surrounding CATCo’s regulatory issues can be viewed as a short-term obstacle rather than a long-term detriment—one that investors might even leverage to acquire shares at a lower price.